Learn how portfolio dashboards, alerts, Sidekick, and budget management tools work together to help you monitor performance, identify issues, and manage spend across multiple accounts.
**Watch:** [YouTube Video](https://www.youtube.com/watch?v=3es6l_-N2CY) --- ## Introduction Managing campaigns across multiple platforms can make it difficult to understand overall performance, spot issues, and answer stakeholder questions quickly. Optmyzr’s Portfolios are built to bring accounts together into a unified control layer without changing how individual accounts are managed. --- ## What You Will Learn ### 1\. Unified View * Use the All Accounts dashboard to view accounts by portfolio. * See budget pacing, audit score, active alerts, and suggestions at a glance. * Use the Portfolio Dashboard for deeper performance views across accounts. * Use Sale Day Command Center for real-time monitoring during high-stakes periods. ### 2\. Alerts & Sidekick * Create portfolio-level KPI alerts from the portfolio dashboard or Monitor section. * Track the whole portfolio or specific accounts and campaigns. * Set alerts based on percentage changes or fixed metric thresholds. * Use Sidekick to create simple portfolio alerts and check active issues. ### 3\. Budget Management * Set a target budget and budget cycle for the portfolio. * Use budget monitors for over-pacing, under-pacing, and spend threshold alerts. * Automate budget adjustments, campaign pauses, and re-enabling in the next cycle. * Use Reallocate and Optimize Budgets to review suggestions and apply changes across the portfolio. ### 4\. Workflow Tips * Set up alerts when configuring the portfolio, not after problems appear. * Start with notifications before enabling budget automation. * Use manual optimization tools if you are not comfortable with automations. * Explore Search Terms N-Grams to find cost and conversion patterns across the portfolio. --- ## Tools & Resources * Search Term N Grams for Portfolio - User Guide * Portfolio Support in Optmyzr * Setting up Alerts in Optmyzr- User Guide * Optmyzr Sidekick - About & User Guide * How to Run Cross Platform Ad Campaigns Without Losing Visibility or Control * How to Use Optmyzr Sidekick: 38 Real PPC Use Cases * Sale Day Command Center - User Guide --- *Source: [Portfolio Management in Optmyzr: A Complete Guide](https://www.optmyzr.com/learn-with-optmyzr/manage-cross-platform-campaigns-using-portfolios-in-optmyzr/)* *© Optmyzr. All rights reserved.*